| LIRSX | TROZX | LIRSX / TROZX | |
| Total Expense Ratio | 0.98 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.98 | 0.65 | 151% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 12.442 | 12.193 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 538M | 16.9B | 3% |
| Annual Yield % from dividends | 2.25 | 2.95 | 76% |
| Returns for 1 year | 31.02 | 32.94 | 94% |
| Returns for 3 years | 78.86 | 93.25 | 85% |
| Returns for 5 years | 62.41 | 97.47 | 64% |
| Returns for 10 years | 127.73 | N/A | - |